Aegon Ltd.-NY Reg SHRAEG
13F holders, Q4 2025 (December 31)299holders +19
38new positions
25sold out
4famous investors
$7.71avg. 13F price*
At the end of Q4 2025, 299 institutions reported holding Aegon Ltd.-NY Reg SHR (AEG) in their 13F filings, up 19 from Q3 2025. 38 opened new positions and 25 sold out. The largest holders were Dodge & Cox ($543.7M), Morgan Stanley ($101.2M) and Arrowstreet Capital, Limited Partnership ($92.5M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Aegon Ltd.-NY Reg SHR
- CUSIP
- 0076CA104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $15.9M |
| Exits | 25 | $15.4M |
All 13F filers, Q3 2025 → Q4 2025: 7,796,529 shares bought and 34,002,709 shares sold, net −26,206,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Dodge & Cox | 0.29% | Reduce -17.8% | 70,522,831 | $543.7M |
| Morgan Stanley | 0.01% | Reduce -5.2% | 13,131,922 | $101.2M |
| Arrowstreet Capital, Limited Partnership | 0.05% | Reduce -29.2% | 11,992,010 | $92.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +9.8% | 10,839,732 | $83.6M |
| BlackRock, Inc. | 0.00% | Reduce -2.6% | 5,292,654 | $40.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 4,210,934 | $32.5M |
| UBS Group AG | 0.00% | Add +24.1% | 2,546,698 | $19.6M |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2.87% | Add +31.1% | 2,527,483 | $19.5M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -44.3% | 2,440,065 | $18.8M |
| Raymond James Financial Inc. | 0.01% | Add +1.6% | 2,418,895 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Reduce -57.1% | 2,102,205 | $16.2M |
| Abc Arbitrage SA | 1.51% | Add +0.7% | 2,097,310 | $16.2M |
| Jane Street Group, LLC | 0.02% | Add +35.1% | 1,769,954 | $13.6M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 1,551,174 | $12.0M |
| American Century Companies Inc. | 0.01% | Add +14.0% | 1,408,011 | $10.9M |
| Acadian Asset Management LLC | 0.02% | Add +24.5% | 1,362,895 | $10.5M |
| Quantinno Capital Management LP | 0.02% | Add +34.7% | 1,215,130 | $9.4M |
| Grace & White Inc. | 1.55% | Reduce -3.6% | 1,111,297 | $8.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +61.1% | 987,804 | $7.6M |
| Private Wealth Asset Management, LLC | 0.75% | No change | 900,118 | $6.9M |
| Optiver Holding B.V. | 0.12% | Reduce -60.9% | 877,989 | $6.8M |
| AQR Capital Management | 0.00% | Add +12.7% | 848,592 | $6.5M |
| Citadel Advisors | 0.00% | Add +3.5% | 762,261 | $5.9M |
| Tower Research Capital LLC (TRC) | 0.13% | Reduce -42.8% | 691,023 | $5.3M |
| Todd Asset Management LLC | 0.09% | Add +1.8% | 607,018 | $4.7M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +1.8% | 602,750 | $4.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 520,029 | $4.0M |
| Oppenheimer & Co. Inc. | 0.06% | Add +3848.7% | 512,025 | $3.9M |
| Creative Planning | 0.00% | Add +5.0% | 504,733 | $3.9M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +39.9% | 439,900 | $3.4M |
| US Bancorp \de | 0.00% | Add +18.7% | 438,734 | $3.4M |
| XTX Topco Ltd | 0.09% | New | 437,300 | $3.4M |
| DRW Securities, LLC | 0.25% | New | 420,782 | $3.2M |
| Hennion & Walsh Asset Management, Inc. | 0.11% | Add +34.0% | 408,724 | $3.2M |
| Old Mission Capital LLC | 0.12% | New | 394,838 | $3.0M |
| Sei Investments Co. | 0.00% | Reduce -7.5% | 360,221 | $2.8M |
| Cibc World Market Inc. | 0.00% | Add +3.1% | 341,979 | $2.6M |
| Transmarket Holdings LP | 1.82% | — | 322,909 | $2.5M |
| Millennium Management | 0.00% | Add +125.8% | 300,725 | $2.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -58.6% | 289,688 | $2.2M |
| Vident Advisory, LLC | 0.02% | Reduce -4.4% | 283,208 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Add +60.0% | 268,800 | $2.1M |
| Ethic Inc. | 0.03% | Add +7.7% | 260,270 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -84.0% | 259,478 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.8% | 256,664 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -74.7% | 253,568 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.1% | 247,419 | $1.9M |
| Vanguard Group Inc. | 0.00% | Add +49.3% | 237,728 | $1.8M |
| Mainstay Capital Management LLC | 0.14% | Reduce -8.8% | 237,253 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 210,124 | $1.6M |
| Quadrant Capital Group LLC | 0.05% | Add +1.3% | 207,969 | $1.6M |
| LPL Financial LLC | 0.00% | Add +16.0% | 205,284 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.6% | 200,239 | $1.5M |
| Capital Fund Management S.A. | 0.01% | Reduce -28.9% | 199,274 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.5% | 198,419 | $1.5M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 190,492 | $1.5M |
| Factory Mutual Insurance Co. | 0.01% | Reduce -22.5% | 169,398 | $1.3M |
| Wells Fargo & Company | 0.00% | Reduce -4.4% | 167,904 | $1.3M |
| Dorsey Wright & Associates | 0.28% | Add +2.9% | 166,041 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +16.2% | 161,735 | $1.2M |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -7.2% | 156,954 | $1.2M |
| FMR LLC | 0.00% | Add +9.8% | 153,644 | $1.2M |
| Greenleaf Trust | 0.01% | Add +0.2% | 153,476 | $1.2M |
| Diversify Wealth Management, LLC | 0.05% | Add +2.6% | 152,236 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +2.5% | 148,929 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +31.4% | 141,769 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -2.0% | 140,686 | $1.1M |
| Callan Family Office, LLC | 0.02% | Add +168.2% | 122,124 | $942K |
| Signaturefd, LLC | 0.01% | Add +0.9% | 120,168 | $926K |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.3% | 116,571 | $899K |
| Quantbot Technologies LP | 0.03% | Reduce -23.6% | 115,710 | $892K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +628.3% | 115,620 | $891K |
| AdvisorShares Investments LLC | 0.14% | Add +2.8% | 111,128 | $857K |
| Lester Murray Antman dba SimplyRich | 0.22% | Add +124.5% | 111,086 | $856K |
| Abacus Wealth Partners, LLC | 0.08% | New | 109,385 | $843K |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 98,858 | $762K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.1% | 95,582 | $737K |
| Pathstone Holdings, LLC | 0.00% | Reduce -14.9% | 86,912 | $670K |
| Wealthstar Advisors, LLC | 0.36% | Add +1.1% | 85,221 | $657K |
| Natixis Advisors, LLC | 0.00% | Reduce -7.5% | 83,228 | $642K |
| Brooklyn Investment Group | 0.03% | Add +141.7% | 80,441 | $624K |
| Rhumbline Advisers | 0.00% | Add +11.9% | 78,942 | $609K |
| Syon Capital LLC | 0.03% | Add +11.9% | 78,081 | $602K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.4% | 73,433 | $579K |
| Balyasny Asset Management L.P. | 0.00% | New | 72,844 | $562K |
| Royal Bank of Canada | 0.00% | Reduce -56.8% | 71,593 | $552K |
| SG Americas Securities, LLC | 0.00% | Reduce -8.8% | 71,483 | $551K |
| OLIO Financial Planning | 0.15% | Reduce -15.6% | 71,009 | $547K |
| Evergreen Capital Management LLC | 0.01% | Reduce -10.0% | 67,760 | $522K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.8% | 67,618 | $521K |
| Ieq Capital, LLC | 0.00% | Add +34.8% | 66,427 | $512K |
| Caprock Group, LLC | 0.01% | Add +17.6% | 66,030 | $509K |
| Entropy Technologies, LP | 0.03% | New | 64,601 | $498K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -6.9% | 63,864 | $492K |
| Cambiar Investors LLC | 0.02% | New | 63,600 | $490K |
| Cetera Investment Advisers | 0.00% | Reduce -10.2% | 62,503 | $482K |
| Ritholtz Wealth Management | 0.01% | Add +26.6% | 62,487 | $482K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.8% | 60,855 | $469K |
| Graham Capital Management, L.P. | 0.02% | Reduce -43.0% | 58,633 | $452K |
| Choreo, LLC | 0.01% | Reduce -12.7% | 56,824 | $442K |
| Miller Investment Management, LP | 0.04% | No change | 57,015 | $440K |
| Ballentine Partners, LLC | 0.01% | Reduce -4.0% | 56,936 | $439K |
| Highland Capital Management, LLC | 0.02% | Reduce -10.1% | 54,427 | $420K |
| Diversify Advisory Services, LLC | 0.01% | Add +8.9% | 54,647 | $418K |
| Atria Investments, Inc | 0.00% | Reduce -1.4% | 52,297 | $403K |
| Russell Investments Group, Ltd. | 0.00% | Add +2.3% | 50,209 | $387K |
| Sivia Capital Partners, LLC | 0.08% | Add +100.7% | 48,405 | $373K |
| Engineers Gate Manager LP | 0.00% | Reduce -40.2% | 47,555 | $367K |
| Bank of Montreal | 0.00% | Add +4.3% | 46,866 | $361K |
| Corient Private Wealth LP | 0.00% | Reduce -1.0% | 45,816 | $353K |
| Versant Capital Management, Inc | 0.04% | Add +9.6% | 45,723 | $353K |
| Clearstead Advisors, LLC | 0.00% | No change | 45,710 | $352K |
| Legacy Capital Group California, Inc. | 0.08% | Add +1.6% | 45,363 | $350K |
| Two Sigma Securities, LLC | 0.05% | New | 44,660 | $344K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -7.0% | 43,193 | $333K |
| Jackson Square Capital, LLC | 0.06% | Add +5.9% | 42,489 | $328K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 41,323 | $319K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 40,187 | $310K |
| Contravisory Investment Management, Inc. | 0.06% | Add +1.0% | 40,064 | $309K |
| Ar Asset Management Inc. | 0.06% | No change | 36,691 | $283K |
| Franklin Resources Inc. | 0.00% | Add +10.5% | 36,224 | $279K |
| Ellevest, Inc. | 0.04% | Reduce -0.6% | 35,890 | $277K |
| Cwm, LLC | 0.00% | Add +514.1% | 35,415 | $273K |
| QRG Capital Management, Inc. | 0.00% | Add +32.0% | 35,321 | $272K |
| Aaron Wealth Advisors LLC | 0.01% | Add +33.7% | 33,879 | $261K |
| Smartleaf Asset Management LLC | 0.01% | Add +18.2% | 33,501 | $260K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 33,446 | $258K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -2.3% | 33,356 | $257K |
| Truist Financial Corp. | 0.00% | Reduce -0.8% | 32,408 | $250K |
| United Capital Financial Advisors, LLC | 0.00% | Add +9.4% | 32,394 | $250K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.7% | 30,306 | $234K |
| Scientech Research LLC | 0.14% | New | 29,624 | $228K |
| Central Pacific Bank - Trust Division | 0.03% | Reduce -10.6% | 28,800 | $222K |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 28,686 | $221K |
| Wealthspire Retirement, LLC | 0.01% | No change | 27,938 | $215K |
| Personal Cfo Solutions, LLC | 0.03% | Add +6.4% | 27,653 | $213K |
| Jain Global LLC | 0.00% | Add +36.0% | 27,582 | $213K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +47.2% | 26,906 | $212K |
| Basecamp Wealth Advisors LLC | 0.04% | — | 27,082 | $209K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -9.6% | 26,988 | $208K |
| Fulton Bank, N.A. | 0.01% | Reduce -8.5% | 25,000 | $193K |
| Burns Matteson Capital Management, LLC | 0.08% | Add +3.8% | 24,866 | $192K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.9% | 24,668 | $190K |
| PDS Planning, Inc | 0.01% | Add +45.3% | 24,050 | $185K |
| Private Advisor Group, LLC | 0.00% | Add +6.4% | 23,697 | $183K |
| Mackenzie Financial Corp. | 0.00% | New | 22,432 | $174K |
| Evolve Private Wealth, LLC | 0.01% | — | 22,140 | $171K |
| Gotham Asset Management | 0.00% | No change | 21,727 | $168K |
| Sage Rhino Capital LLC | 0.03% | Reduce -1.6% | 20,961 | $162K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -34.1% | 20,940 | $161K |
| AE Wealth Management LLC | 0.00% | No change | 20,284 | $156K |
| First Trust Advisors LP | 0.00% | Reduce -18.2% | 19,868 | $153K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.0% | 19,840 | $153K |
| Viewpoint Investment Partners Corp. | 0.07% | New | 19,600 | $151K |
| Yousif Capital Management, LLC | 0.00% | No change | 20,045 | $150K |
| &partners | 0.00% | Add +4.0% | 18,994 | $146K |
| Flow Traders U.S. LLC | 0.00% | Reduce -25.2% | 18,899 | $146K |
| HB Wealth Management, LLC | 0.00% | Add +8.8% | 18,716 | $144K |
| Captrust Financial Advisors | 0.00% | Reduce -0.8% | 18,633 | $144K |
| Vise Technologies, Inc. | 0.00% | Reduce -47.2% | 18,603 | $143K |
| Savant Capital, LLC | 0.00% | Add +22.8% | 18,527 | $143K |
| Venturi Wealth Management, LLC | 0.01% | Add +32.3% | 18,427 | $142K |
| Calydon Capital | 0.02% | Reduce -20.2% | 17,940 | $138K |
| Beverly Hills Private Wealth, LLC | 0.02% | No change | 17,851 | $138K |
| Forum Financial Management, LP | 0.00% | No change | 17,657 | $136K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 17,621 | $136K |
| Waverly Advisors, LLC | 0.00% | Add +4.1% | 17,478 | $135K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Add +5.4% | 16,599 | $128K |
| Coldstream Capital Management Inc. | 0.00% | Add +1.1% | 16,338 | $126K |
| FourThought Financial Partners, LLC | 0.01% | Add +18.8% | 15,982 | $123K |
| Global Retirement Partners, LLC | 0.00% | Add +48.5% | 15,905 | $123K |
| Franklin Street Advisors Inc. | 0.01% | No change | 15,551 | $120K |
| Blue Trust, Inc. | 0.00% | Reduce -18.1% | 14,921 | $115K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.9% | 14,785 | $114K |
| Boit C F David | 0.05% | No change | 14,695 | $112K |
| Henry James International Management Inc. | 0.03% | No change | 14,260 | $110K |
| Dynasty Wealth Management, LLC | 0.00% | New | 14,147 | $109K |
| EP Wealth Advisors, LLC | 0.00% | — | 13,688 | $106K |
| Clarius Group, LLC | 0.01% | No change | 13,672 | $105K |
| Checchi Capital Advisers, LLC | 0.01% | No change | 13,581 | $105K |
| Trek Financial, LLC | 0.01% | Add +0.9% | 13,484 | $104K |
| Aigen Investment Management, LP | 0.02% | New | 13,352 | $103K |
| State Street Corp. | 0.00% | No change | 13,085 | $101K |
| M&T Bank Corp | 0.00% | Add +5.2% | 12,991 | $100K |
| Neuberger Berman Group LLC | 0.00% | Add +9.3% | 12,904 | $99K |
| Stock Yards Bank & Trust Co. | 0.00% | No change | 12,849 | $99K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 12,814 | $99K |
| Advisors Asset Management, Inc. | 0.00% | New | 12,767 | $98K |
| Argos Wealth Advisors, LLC | 0.03% | — | 12,436 | $96K |
| AlphaCore Capital LLC | 0.00% | Add +19.8% | 12,213 | $94K |
| Jackson Thornton Wealth Management, LLC | 0.01% | Reduce -11.5% | 11,734 | $93K |
| Merit Financial Group, LLC | 0.00% | New | 11,576 | $89K |
| HUB Investment Partners, LLC | 0.00% | New | 11,360 | $88K |
| Flputnam Investment Management Co. | 0.00% | New | 11,358 | $88K |
| Glenmede Trust Co. NA | 0.00% | — | 11,316 | $87K |
| Bingham Private Wealth, LLC | 0.07% | — | 11,241 | $87K |
| Allworth Financial LP | 0.00% | Add +13.1% | 11,192 | $86K |
| Valeo Financial Advisors, LLC | 0.00% | Add +1.7% | 11,183 | $86K |
| Capital Asset Advisory Services LLC | 0.00% | No change | 10,807 | $85K |
| Jones Financial Companies LLLP | 0.00% | Add +225.0% | 10,977 | $85K |
| Sowell Financial Services LLC | 0.00% | New | 10,964 | $85K |
| Squarepoint Ops LLC | 0.00% | Reduce -92.4% | 10,879 | $84K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 10,807 | $83K |
| Abel Hall, LLC | 0.02% | New | 10,806 | $83K |
| GeoWealth Management, LLC | 0.00% | Add +0.3% | 10,606 | $82K |
| Alliance Wealth Advisors, LLC | 0.02% | Reduce -14.4% | 10,366 | $80K |
| Earned Wealth Advisors, LLC | 0.01% | Add +0.2% | 10,363 | $80K |
| Wedmont Private Capital | 0.00% | New | 10,527 | $80K |
| Canopy Partners, LLC | 0.03% | No change | 10,166 | $78K |
| Quantessence Capital LLC | 0.90% | New | 10,098 | $78K |
| Cromwell Holdings LLC | 0.04% | No change | 9,692 | $75K |
| Deutsche Bank AG | 0.00% | No change | 9,310 | $72K |
| Rothschild Investment LLC | 0.00% | Reduce -1.4% | 8,362 | $64K |
| Independence Bank of Kentucky | 0.01% | No change | 8,000 | $62K |
| Farther Finance Advisors, LLC | 0.00% | Add +84.7% | 7,813 | $60K |
| Parkside Financial Bank & Trust | 0.00% | No change | 7,410 | $57K |
| GAMMA Investing LLC | 0.00% | Reduce -2.5% | 7,333 | $57K |
| Bessemer Group Inc. | 0.00% | Add +14.1% | 5,210 | $41K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5,000 | $39K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +321.2% | 4,511 | $35K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 4,234 | $33K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 4,061 | $31K |
| Rockefeller Capital Management L.P. | 0.00% | Add +17.0% | 3,848 | $30K |
| Bell Investment Advisors, Inc | 0.00% | No change | 3,399 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.5% | 3,343 | $26K |
| Larson Financial Group LLC | 0.00% | Add +28.1% | 2,938 | $23K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,932 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +44.9% | 2,912 | $22K |
| National Bank of Canada | 0.00% | Add +73.3% | 2,600 | $20K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 2,094 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 1,919 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -15.4% | 1,907 | $15K |
| True Wealth Design, LLC | 0.00% | Add +26.0% | 1,824 | $14K |
| Montag A & Associates Inc. | 0.00% | No change | 1,739 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,610 | $12K |
| Copia Wealth Management | 0.01% | No change | 1,575 | $12K |
| SJS Investment Consulting Inc. | 0.00% | New | 1,303 | $10K |
| SageView Advisory Group, LLC | 0.00% | New | 1,301 | $10K |
| Triumph Capital Management | 0.00% | New | 1,300 | $10K |
| Manchester Capital Management LLC | 0.00% | Add +18.0% | 1,260 | $10K |
| Clean Yield Group | 0.00% | No change | 1,259 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 1,249 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,200 | $9K |
| Assetmark, Inc. | 0.00% | Add +8.2% | 1,107 | $9K |
| WealthCollab, LLC | 0.00% | No change | 1,103 | $9K |
| MAI Capital Management | 0.00% | No change | 1,100 | $8K |
| Essential Partners LLC | 0.00% | Reduce -50.9% | 1,034 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -52.3% | 1,002 | $8K |
| Gleason Group, Inc. | 0.00% | New | 1,000 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 930 | $7K |
| Citigroup Inc. | 0.00% | Reduce -86.6% | 763 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -96.4% | 733 | $6K |
| Pinney & Scofield, Inc. | 0.00% | No change | 714 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +224.9% | 679 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 671 | $5K |
| Financial Consulate, Inc. | 0.00% | Add +1.1% | 625 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 564 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 559 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +937.7% | 550 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -30.6% | 490 | $4K |
| MTM Investment Management, LLC | 0.00% | No change | 501 | $4K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 480 | $4K |
| Caldwell Trust Co | 0.00% | No change | 469 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 435 | $3K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 416 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.0% | 411 | $3K |
| JTC Employer Solutions Trustee Ltd | 0.00% | No change | 333 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | No change | 354 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 337 | $3K |
| Cornerstone Financial Management LLC | 0.00% | — | 324 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +12.4% | 291 | $2K |
| GW&K Investment Management, LLC | 0.00% | No change | 281 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +74.6% | 220 | $2K |
| Root Financial Partners, LLC | 0.00% | Add +162.2% | 215 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 190 | $1K |
| Anchor Investment Management, LLC | 0.00% | No change | 184 | $1K |
| Nisa Investment Advisors, LLC | 0.00% | New | 110 | $848 |
| Zions Bancorporation, National Association | 0.00% | No change | 105 | $810 |
| Highline Wealth Partners LLC | 0.00% | No change | 102 | $786 |
| CrossGen Wealth, LLC | 0.00% | — | 94 | $725 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -1.1% | 90 | $694 |
| SHP Wealth Management | 0.00% | — | 78 | $601 |
| AdvisorNet Financial, Inc | 0.00% | No change | 72 | $555 |
| TD Private Client Wealth LLC | 0.00% | New | 63 | $486 |
| Maseco LLP | 0.00% | No change | 62 | $474 |
| Navalign, LLC | 0.00% | New | 45 | $350 |
| Creative Financial Designs Inc. | 0.00% | Reduce -84.2% | 45 | $347 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 43 | $332 |
| Pacific Center for Financial Services | 0.00% | No change | 36 | $288 |
| Godfrey Financial Associates, Inc. | 0.00% | — | 34 | $262 |
| CVA Family Office, LLC | 0.00% | No change | 32 | $247 |
| Toronto Dominion Bank | 0.00% | No change | 27 | $208 |
| Kilter Group LLC | 0.00% | No change | 25 | $193 |
| CoreCap Advisors, LLC | 0.00% | No change | 18 | $139 |
| New England Capital Financial Advisors LLC | 0.00% | No change | 11 | $85 |
| American Capital Advisory, LLC | 0.00% | Reduce -52.2% | 11 | $85 |
| MV Capital Management, Inc. | 0.00% | New | 9 | $70 |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 2 | $15 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 2 | $15 |
"% of holder's portfolio" is AEG's weight in each manager's 13F, not the share of Aegon Ltd.-NY Reg SHR the manager owns.